OUR TEAM. OUR PRIORITY

We consider ourselves a people-first company.  We promote a work environment that encourages our team to communicate openly and honestly among each other.   

We encourage our team members to:

  • Live mindful, active, and healthy lifestyles

  • Take full ownership over their roles and responsibilities within the company

  • Challenge themselves to improve their overall mental and physical wellbeing

  • Arrive to the office feeling inspired and excited

 

Strong Team. Strong Foundation

Strong Team. Strong Foundation

 

A business is built on its foundation.

We believe our team is that foundation.

Franco Caligiuri  Partner & Co President Financial Security Advisor  Franco Caligiuri is the co-founding partner of Capital Core Financial, Inc., and brings a wealth of knowledge and expertise from his 19 years of industry experience. Franco is a nationally recognized financial educator and consultant, specializing in estate and charitable tax planning. As a long-standing member of the Million Dollar Round Table, he currently holds the highest designation of 'Top of the Table', which recognizes top advisors in the financial industry. Franco has had numerous articles appear in publications such as “Money Sense”, “Business in Vancouver”, and "Wealth Professional Magazine". Franco lives in Burnaby with his wife, Carrie and three young boys, Matteo, Jonas and Cesare.

Franco Caligiuri

Partner & Co President
Financial Security Advisor

Franco Caligiuri is the co-founding partner of Capital Core Financial, Inc., and brings a wealth of knowledge and expertise from his 19 years of industry experience. Franco is a nationally recognized financial educator and consultant, specializing in estate and charitable tax planning. As a long-standing member of the Million Dollar Round Table, he currently holds the highest designation of 'Top of the Table', which recognizes top advisors in the financial industry. Franco has had numerous articles appear in publications such as “Money Sense”, “Business in Vancouver”, and "Wealth Professional Magazine". Franco lives in Burnaby with his wife, Carrie and three young boys, Matteo, Jonas and Cesare.

Marissa Elliott  Partner & Co President Financial Security Advisor  Drawing on over 15 years of experience in the financial sector, Marissa co-founded Capital Core Financial with the active intent to provide an insightful holistic approach to managing client wealth. With a background specializing in insurance strategies, Marissa incorporates this knowledge to identify and deliver practical solutions focusing on tax and estate planning, charitable giving and long term goals. Armed with passion, energy and an infectious laugh, Marissa's strong belief in charitable giving is evidenced by her active involvement with several local charities as well as serving on the board of "Run For Water," a non profit dedicated to providing clean water to rural communities in Ethiopia.

Marissa Elliott

Partner & Co President
Financial Security Advisor

Drawing on over 15 years of experience in the financial sector, Marissa co-founded Capital Core Financial with the active intent to provide an insightful holistic approach to managing client wealth. With a background specializing in insurance strategies, Marissa incorporates this knowledge to identify and deliver practical solutions focusing on tax and estate planning, charitable giving and long term goals. Armed with passion, energy and an infectious laugh, Marissa's strong belief in charitable giving is evidenced by her active involvement with several local charities as well as serving on the board of "Run For Water," a non profit dedicated to providing clean water to rural communities in Ethiopia.


SUPPORT TEAM

Chris Elliott  VP Operations  The backbone of Capital Core Financial, Chris is the glue that keeps the company functioning at peak performance. A proud alumnus of both McGill University and John Abbott College, Chris applies his diverse business background to developing cohesive internal business strategies that align with company values and goals. Responsible for developing corporate policies and establishing company goals and objectives, Chris liaisons with all members of the organization to maximize efficiency and productivity. With a strong concentration on the growth and development of employees his leadership enables the organization to exceed operational goals.

Chris Elliott

VP Operations

The backbone of Capital Core Financial, Chris is the glue that keeps the company functioning at peak performance. A proud alumnus of both McGill University and John Abbott College, Chris applies his diverse business background to developing cohesive internal business strategies that align with company values and goals. Responsible for developing corporate policies and establishing company goals and objectives, Chris liaisons with all members of the organization to maximize efficiency and productivity. With a strong concentration on the growth and development of employees his leadership enables the organization to exceed operational goals.

Samantha Mee  Insurance Processing Specialist  Samantha Mee joins the Team at Capital Core Financial with over 9 years of industry experience, working at Great West Life and London Life. Samantha is experienced in both investments and insurance and brings a wealth of knowledge and insight to her role as the Insurance Processing Specialist. Samantha graduated with a Dogwood Diploma in both French and English and holds designations from LOMA: Associate, Customer Service (ACS) and Associate, Life Management Institute (ALMI).

Samantha Mee

Insurance Processing Specialist

Samantha Mee joins the Team at Capital Core Financial with over 9 years of industry experience, working at Great West Life and London Life. Samantha is experienced in both investments and insurance and brings a wealth of knowledge and insight to her role as the Insurance Processing Specialist. Samantha graduated with a Dogwood Diploma in both French and English and holds designations from LOMA: Associate, Customer Service (ACS) and Associate, Life Management Institute (ALMI).

Alicia Anderson  Investment Processing Specialist  With over 9 years of industry experience, Alicia helps facilitate all types of investment processing in conjunction with our Wealth Management Team. In addition to processing complex trades and re-balancing portfolios, Alicia develops and maintains standard operational procedures to securely meet compliance regulations while providing accurate information concerning all investment account inquiries for our clients. Alicia has an up-beat personality and brings a positive energy to the team at Capital Core Financial.

Alicia Anderson

Investment Processing Specialist

With over 9 years of industry experience, Alicia helps facilitate all types of investment processing in conjunction with our Wealth Management Team. In addition to processing complex trades and re-balancing portfolios, Alicia develops and maintains standard operational procedures to securely meet compliance regulations while providing accurate information concerning all investment account inquiries for our clients. Alicia has an up-beat personality and brings a positive energy to the team at Capital Core Financial.

Jaymie Orchard  Front Desk Officer  Jaymie is the Front Desk Officer and first point of contact at Capital Core Financial. In addition to answering phones and scheduling client meetings, Jaymie works with our support team to ensure that we are delivering a seamless and first-class experience to our clients.  Jaymie believes that enthusiasm, attention to detail and an unwavering commitment to the “always being there for the client” are key to her performing her role with excellence. Jaymie holds an Honours degree in Latin and Ancient Greek Literature and Translation from the University of British Columbia.

Jaymie Orchard

Front Desk Officer

Jaymie is the Front Desk Officer and first point of contact at Capital Core Financial. In addition to answering phones and scheduling client meetings, Jaymie works with our support team to ensure that we are delivering a seamless and first-class experience to our clients.

Jaymie believes that enthusiasm, attention to detail and an unwavering commitment to the “always being there for the client” are key to her performing her role with excellence. Jaymie holds an Honours degree in Latin and Ancient Greek Literature and Translation from the University of British Columbia.

Kenneth Gong  Investment Research Analyst  Kenneth’s primary role is sourcing and evaluating new investments. He joined Capital Core Financial with a wealth of experience as a statistical analyst for major consulting companies in Asia. Very adept at discovering patterns based on systematical analysis, he applies his analytical mind to evaluating new investment opportunities for our clients.   Kenneth is also an accomplished pianist and enjoys playing and listening to jazz music.

Kenneth Gong

Investment Research Analyst

Kenneth’s primary role is sourcing and evaluating new investments. He joined Capital Core Financial with a wealth of experience as a statistical analyst for major consulting companies in Asia. Very adept at discovering patterns based on systematical analysis, he applies his analytical mind to evaluating new investment opportunities for our clients.

Kenneth is also an accomplished pianist and enjoys playing and listening to jazz music.

Carrie Caligiuri  Bookkeeping & Payroll  Carrie is the bookkeeping wizard and payroll administrator at Capital Core Financial utilizing her comprehensive work history in the financial sector.  She not only administers payroll and handles all corporate book records, she also assists with budgets and financial forecasting. Her attention to detail enables the company to accurately define and enact future growth.

Carrie Caligiuri

Bookkeeping & Payroll

Carrie is the bookkeeping wizard and payroll administrator at Capital Core Financial utilizing her comprehensive work history in the financial sector.

She not only administers payroll and handles all corporate book records, she also assists with budgets and financial forecasting. Her attention to detail enables the company to accurately define and enact future growth.



RESOURCE TEAM

Timothy Ho, CFA  Private Wealth Councillor  Timothy has been in the financial service industry since 2003 and focuses on providing assistance to the Wealth Team at Capital Core Financial by delivering value-added services in both the individual and corporate markets, specifically with high-net worth cases of $1M and over.  In addition to his BA in Economics from Simon Fraser University, Timothy also holds the CFA designation (since 2008).

Timothy Ho, CFA

Private Wealth Councillor

Timothy has been in the financial service industry since 2003 and focuses on providing assistance to the Wealth Team at Capital Core Financial by delivering value-added services in both the individual and corporate markets, specifically with high-net worth cases of $1M and over.

In addition to his BA in Economics from Simon Fraser University, Timothy also holds the CFA designation (since 2008).

Steve Fooks, CFP, CHIS  Advance Case Consultant, Insurance  With over 20 years in the financial industry, Steve combines his knowledge and expertise while assisting our senior advisor's in providing customized solutions to building and preserving client wealth in tax-efficient ways.  Steve is both a Certified Financial Planner and a Certified Health Insurance Specialist.

Steve Fooks, CFP, CHIS

Advance Case Consultant, Insurance

With over 20 years in the financial industry, Steve combines his knowledge and expertise while assisting our senior advisor's in providing customized solutions to building and preserving client wealth in tax-efficient ways.

Steve is both a Certified Financial Planner and a Certified Health Insurance Specialist.

Sanju Sukul, CPA, CFP, TEP  Tax and Estate Planning Specialist  Sanju is a chartered accountant and provides support to Capital Core Financial on complex cases. Sanju received his Bachelor of Commerce degree with a major in Accounting from the University of British Columbia in 1990. In 1995, Sanju joined the tax group of Ernst & Young where he was a manager with the Wealth Management Group and worked mostly in the areas of tax and financial planning for high net worth individuals. In 2000, Sanju obtained the Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners.

Sanju Sukul, CPA, CFP, TEP

Tax and Estate Planning Specialist

Sanju is a chartered accountant and provides support to Capital Core Financial on complex cases. Sanju received his Bachelor of Commerce degree with a major in Accounting from the University of British Columbia in 1990. In 1995, Sanju joined the tax group of Ernst & Young where he was a manager with the Wealth Management Group and worked mostly in the areas of tax and financial planning for high net worth individuals. In 2000, Sanju obtained the Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners.